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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
3201
Financial Gravity Companies
Texas
$85.3K +$94.2K +630 New
FDW
3202
Fourth Dimension Wealth
Ohio
$85.2K -$15K -100 -14%
BFS
3203
Beacon Financial Strategies
North Carolina
$85K -$12K -80 -11%
BIA
3204
Bell Investment Advisors
California
$84.6K -$24.5K -164 -21%
GG
3205
Gleason Group
Kentucky
$83.3K +$1.05K +7 +1%
PWMA
3206
Pension & Wealth Management Advisors
Massachusetts
$82K +$25.9K +173 +40%
AWA
3207
Acumen Wealth Advisors
Tennessee
$80.2K – – –
GJIA
3208
Glass Jacobson Investment Advisors
Maryland
$80.2K +$10.8K +72 +14%
HPWM
3209
High Point Wealth Management
New Jersey
$79.7K – – –
HAP
3210
Harbor Asset Planning
Massachusetts
$77.7K – – –
OA
3211
Operose Advisors
Wisconsin
$76.5K -$22.9K -153 -21%
ASCM
3212
Adkins Seale Capital Management
Louisiana
$75.6K – – –
TBFA
3213
Three Bearings Fiduciary Advisors
New Hampshire
$75.3K – – –
VFM
3214
Vision Financial Markets
Connecticut
$74.8K – – –
KAS
3215
Kemnay Advisory Services
New York
$74.7K +$1.65K +11 +2%
AAG
3216
Accordant Advisory Group
Maryland
$73.3K – – –
FIM
3217
FWL Investment Management
Texas
$72K +$8.07K +54 +11%
EA
3218
Evolution Advisers
Virginia
$71K +$299 +2 +0.4%
MCA
3219
McGuire Capital Advisors
Oklahoma
$70.5K +$7.78K +52 +11%
CFP
3220
Comprehensive Financial Planning
Pennsylvania
$69.8K +$748 +5 +1%
BCM
3221
Boreal Capital Management
Florida
$69.7K – – –
AFC
3222
Ares Financial Consulting
California
$69.2K – – –
MGI
3223
Miller Global Investments
Texas
$69.1K – – –
SWA
3224
Strategic Wealth Advisors
Arizona
$69K – – –
HB
3225
Horizon Bancorp
Indiana
$68K – – –
127 128
129
130 131